Coming from agency operations tools
For each tool: what you did there, where it is in Shotread and whether it works today, in the order of the work: plan, make, review, publish, measure, grow and run the agency.
What each status means
- Works in Shotread
- Checked in Shotread and works.
- Works with your own account
- Works when you connect your own account or key with that provider. The line under it names the account.
- Waits
- Needs an approval or a provider Shotread does not have yet. The line under it names which. Until then the screen in Shotread says why.
- Partly built
- Part of it works. The line under it says what is missing.
- Not built yet
- Shotread does not do this today.
- Not verified yet
- Not part of the last check, so this page makes no claim about it.
Coming from Productive
Works in Shotread: 20 Works with your own account: 1 Waits for an approval or provider: 2 Partly built: 9 Not verified yet: 2
In the app, Move from another tool has a Productive preset for bringing your data in.
Make 2 features
| What you did in Productive | Where it is in Shotread | Status |
|---|---|---|
| AI time tracking suggestions | AI, Suggest | Works in Shotread |
| AI agents that run workflows (monitoring agents, project health agents) | AI, Agent | Works in Shotread |
Run the agency 30 features
| What you did in Productive | Where it is in Shotread | Status |
|---|---|---|
| Tasks: subtasks, dependencies, repeats, custom statuses and fields, templates, My work | My work | Partly built Missing: yearly or weekday repeats, more field types (multiselect, formula, currency, file), dependency types and lag, Gantt. |
| Client projects with milestones, budget, and task lists | Agency Operations, Projects | Works in Shotread |
| Gantt timelines and multi-project timeline | Agency Operations, Projects, Timeline | Partly built Missing: drag to reschedule, zoom, dependency lines, critical path, baselines, export. |
| Workload per person per week from task estimates | Agency Operations, Resources | Works in Shotread |
| Resource scheduling (bookings by skill, seniority, availability), placeholders | Agency Operations, Resources | Partly built Missing: repeating or split bookings. |
| Time off management and approvals | Agency Operations, Resources, Time off | Works in Shotread |
| Utilization reporting (billable vs total, targets) | Agency Operations, Resources, Utilization | Works in Shotread |
| Time tracking with timers, timesheets, entries against client, project, task | Agency Operations, Time | Partly built Missing: start and end times, a calendar view of time, desktop or mobile timers. |
| Billable time approvals | Agency Operations, Time, Approvals | Works in Shotread |
| Rate cards (bill and cost rates by person, role, client), currencies | Agency Operations, Billing, Rates | Works in Shotread |
| Rate realization and effective rate reporting | Agency Operations, Profitability | Works in Shotread |
| Project, retainer and recurring budgets with burn | Agency Operations, Budgets | Works in Shotread |
| Expense management and approvals | Finance, Expenses | Works in Shotread |
| Profitability per client, project and person (revenue minus labour and costs) | Agency Operations, Profitability | Works in Shotread |
| Overhead calculation and revenue recognition | Operations desk, Ledger and finance | Works in Shotread |
| Role-aware economics on Home (operations view) and the client page: revenue, margin, outstanding, billable utilization; finance roles only, never client viewers (server side) | Home; A client | Works in Shotread |
| Revenue and capacity forecasting, scenario builder | Agency Operations, Forecast | Not verified yet Not checked: the scenario builder is behind a platform-wide switch that is off on the dev site. |
| Invoice drafting from time, retainers and fixed fees (documents, not payments) | Agency Operations, Billing | Partly built Missing: sending the invoice to the client by email or link, payment reminders, tax per line, recurring invoices, a PDF file (browser print only). |
| Accounting sync (QuickBooks Online, Xero) | Agency Operations, Billing | Waits Waits for Shotread's QuickBooks and Xero app credentials. |
| Leads, deals pipeline, opportunities for agency new business | Agency Operations, Sales | Partly built Missing: custom pipelines and stages, activities, emails and meetings on a deal, a funnel report. |
| Automation rules: triggers (stage, review decision, publish failed, overdue), conditions and actions (notify, assign, due date, move, create a task, signed webhook), with a run log and loop protection | Automations | Works in Shotread |
| Automations when a budget is burned, a margin falls below its threshold, an invoice is overdue or a payment is due (notify, create a task, webhook) | Automations | Works in Shotread |
| Public API and MCP connector for agencies | Platform, API | Partly built Missing: write actions (the API and the MCP server are read only). |
| Enforce 2FA for the workspace | Platform, Security | Waits Waits for a sign-in provider (Auth0) setting and a switch Shotread turns on for every workspace. |
| Multiple subsidiaries / team workspaces under one org | Operations desk, Retention and organization | Works in Shotread |
| Home for each role, with creator manager and operations and finance views that say when economics data is missing | Home | Works in Shotread |
| Agency Operations index (Projects, Resources, Time, Budgets, Profitability, Forecast, Billing, Sales) with real data that exists | Agency Operations | Works in Shotread |
| Move from another tool: import its files or pull through its API, saved column mappings, a dry run before anything is written, undo an import in one step, and a record of every import | Move from another tool; An import; Settings, Import | Partly built Missing: importers for most review tools (only Frame.io, and its versions are links back to Frame.io), Wrike, Scoro and Notion; Modash brings creators only; real export columns not checked for every preset. |
| Plan entitlements enforced in code (seats, clients, social profiles, storage, listening queries, tracked creators, report connectors, automation runs, live events) with usage meters | Finance, Plan; Settings, Plan and credits | Not verified yet Not checked: the enforcement suites change platform-wide settings and were not run; the plan usage meters show in Finance. |
| Automations cover the events of every part of Shotread (about 20 triggers, 13 conditions and 17 actions) | Automations | Partly built Missing: triggers for forms, tickets, time entries, projects, deals and estimates. |
Across Shotread 2 features
| What you did in Productive | Where it is in Shotread | Status |
|---|---|---|
| Slack and Microsoft Teams notifications | Settings, Notifications | Works with your own account Works with the agency's own Slack or Teams incoming webhook. |
| Time entries in the public API (time:read scope), paged | Public API | Works in Shotread |
Coming from Teamwork.com
Works in Shotread: 14 Waits for an approval or provider: 1 Partly built: 8 Not verified yet: 1
In the app, Move from another tool has a Teamwork.com preset for bringing your data in.
Make 1 feature
| What you did in Teamwork.com | Where it is in Shotread | Status |
|---|---|---|
| AI agents that run workflows (monitoring agents, project health agents) | AI, Agent | Works in Shotread |
Run the agency 23 features
| What you did in Teamwork.com | Where it is in Shotread | Status |
|---|---|---|
| Tasks: subtasks, dependencies, repeats, custom statuses and fields, templates, My work | My work | Partly built Missing: yearly or weekday repeats, more field types (multiselect, formula, currency, file), dependency types and lag, Gantt. |
| Client projects with milestones, budget, and task lists | Agency Operations, Projects | Works in Shotread |
| Gantt timelines and multi-project timeline | Agency Operations, Projects, Timeline | Partly built Missing: drag to reschedule, zoom, dependency lines, critical path, baselines, export. |
| Intake and request forms with conditional logic | Operations desk, Forms; Intake form link | Partly built Missing: file upload fields (refused with a message), more than one condition per field, creating a project from a form. |
| Client tickets turned into tasks (helpdesk) | Operations desk, Tickets, Client portal and team | Partly built Missing: help-docs site, canned replies, satisfaction rating, business-hours SLA, live chat; email-in waits for the inbound mail provider. |
| Workload per person per week from task estimates | Agency Operations, Resources | Works in Shotread |
| Resource scheduling (bookings by skill, seniority, availability), placeholders | Agency Operations, Resources | Partly built Missing: repeating or split bookings. |
| Utilization reporting (billable vs total, targets) | Agency Operations, Resources, Utilization | Works in Shotread |
| Time tracking with timers, timesheets, entries against client, project, task | Agency Operations, Time | Partly built Missing: start and end times, a calendar view of time, desktop or mobile timers. |
| Rate cards (bill and cost rates by person, role, client), currencies | Agency Operations, Billing, Rates | Works in Shotread |
| Rate realization and effective rate reporting | Agency Operations, Profitability | Works in Shotread |
| Monthly AI credit budgets per client with hard cap and usage ledger | Settings, Budgets; Agency Operations, Budgets | Works in Shotread |
| Project, retainer and recurring budgets with burn | Agency Operations, Budgets | Works in Shotread |
| Profitability per client, project and person (revenue minus labour and costs) | Agency Operations, Profitability | Works in Shotread |
| Revenue and capacity forecasting, scenario builder | Agency Operations, Forecast | Not verified yet Not checked: the scenario builder is behind a platform-wide switch that is off on the dev site. |
| Estimates, quotes and statements of work with approval and conversion to project | Agency Operations, Sales, Estimates; Estimate link | Works in Shotread |
| Invoice drafting from time, retainers and fixed fees (documents, not payments) | Agency Operations, Billing | Partly built Missing: sending the invoice to the client by email or link, payment reminders, tax per line, recurring invoices, a PDF file (browser print only). |
| Accounting sync (QuickBooks Online, Xero) | Agency Operations, Billing | Waits Waits for Shotread's QuickBooks and Xero app credentials. |
| AI credit usage per client for rebilling | Agency Operations, Billing | Works in Shotread |
| Automations when a budget is burned, a margin falls below its threshold, an invoice is overdue or a payment is due (notify, create a task, webhook) | Automations | Works in Shotread |
| AI credits: the price shown before each run, a budget check, one charge per run and an automatic refund when a run fails | Platform, AI | Works in Shotread |
| Agency Operations index (Projects, Resources, Time, Budgets, Profitability, Forecast, Billing, Sales) with real data that exists | Agency Operations | Works in Shotread |
| Move from another tool: import its files or pull through its API, saved column mappings, a dry run before anything is written, undo an import in one step, and a record of every import | Move from another tool; An import; Settings, Import | Partly built Missing: importers for most review tools (only Frame.io, and its versions are links back to Frame.io), Wrike, Scoro and Notion; Modash brings creators only; real export columns not checked for every preset. |
Coming from ClickUp
Works in Shotread: 6 Partly built: 7
In the app, Move from another tool has a ClickUp preset for bringing your data in.
Plan 2 features
| What you did in ClickUp | Where it is in Shotread | Status |
|---|---|---|
| Multi-client calendar with Month, Week, List, Board top views and more views (Clients, Campaigns, Grid, Backlog, Capacity), remembered per person | Calendar | Works in Shotread |
| Real-time collaborative scripts and briefs with comments, versions and approvals | Scripts and briefs; A script or brief | Partly built Missing: documents outside a client, kinds other than script and brief, nested pages, databases, public pages, search over documents. |
Run the agency 10 features
| What you did in ClickUp | Where it is in Shotread | Status |
|---|---|---|
| Tasks: subtasks, dependencies, repeats, custom statuses and fields, templates, My work | My work | Partly built Missing: yearly or weekday repeats, more field types (multiselect, formula, currency, file), dependency types and lag, Gantt. |
| Gantt timelines and multi-project timeline | Agency Operations, Projects, Timeline | Partly built Missing: drag to reschedule, zoom, dependency lines, critical path, baselines, export. |
| Intake and request forms with conditional logic | Operations desk, Forms; Intake form link | Partly built Missing: file upload fields (refused with a message), more than one condition per field, creating a project from a form. |
| Portfolio view with project health | Agency Operations, Projects | Works in Shotread |
| Workload per person per week from task estimates | Agency Operations, Resources | Works in Shotread |
| Time tracking with timers, timesheets, entries against client, project, task | Agency Operations, Time | Partly built Missing: start and end times, a calendar view of time, desktop or mobile timers. |
| Billable time approvals | Agency Operations, Time, Approvals | Works in Shotread |
| Automation rules: triggers (stage, review decision, publish failed, overdue), conditions and actions (notify, assign, due date, move, create a task, signed webhook), with a run log and loop protection | Automations | Works in Shotread |
| Notifications grouped by client and by content/campaign, priority, actionable links, per-kind mute | The notifications bell; Notifications | Works in Shotread |
| Move from another tool: import its files or pull through its API, saved column mappings, a dry run before anything is written, undo an import in one step, and a record of every import | Move from another tool; An import; Settings, Import | Partly built Missing: importers for most review tools (only Frame.io, and its versions are links back to Frame.io), Wrike, Scoro and Notion; Modash brings creators only; real export columns not checked for every preset. |
Across Shotread 1 feature
| What you did in ClickUp | Where it is in Shotread | Status |
|---|---|---|
| Global search across clients, brands, people, creators, campaigns, content, assets, reviews, comments, reports, tasks, listening, inbox, community, automations, settings | Search and commands (Ctrl K) | Partly built Missing: forms and time entries in search; slow on large workspaces under load. |
Coming from Scoro
Works in Shotread: 7 Partly built: 5
In the app, Move from another tool has a Scoro preset for bringing your data in.
Make 1 feature
| What you did in Scoro | Where it is in Shotread | Status |
|---|---|---|
| AI agents that run workflows (monitoring agents, project health agents) | AI, Agent | Works in Shotread |
Run the agency 11 features
| What you did in Scoro | Where it is in Shotread | Status |
|---|---|---|
| Client projects with milestones, budget, and task lists | Agency Operations, Projects | Works in Shotread |
| Gantt timelines and multi-project timeline | Agency Operations, Projects, Timeline | Partly built Missing: drag to reschedule, zoom, dependency lines, critical path, baselines, export. |
| Resource scheduling (bookings by skill, seniority, availability), placeholders | Agency Operations, Resources | Partly built Missing: repeating or split bookings. |
| Time off management and approvals | Agency Operations, Resources, Time off | Works in Shotread |
| Utilization reporting (billable vs total, targets) | Agency Operations, Resources, Utilization | Works in Shotread |
| Time tracking with timers, timesheets, entries against client, project, task | Agency Operations, Time | Partly built Missing: start and end times, a calendar view of time, desktop or mobile timers. |
| Expense management and approvals | Finance, Expenses | Works in Shotread |
| Profitability per client, project and person (revenue minus labour and costs) | Agency Operations, Profitability | Works in Shotread |
| Estimates, quotes and statements of work with approval and conversion to project | Agency Operations, Sales, Estimates; Estimate link | Works in Shotread |
| Invoice drafting from time, retainers and fixed fees (documents, not payments) | Agency Operations, Billing | Partly built Missing: sending the invoice to the client by email or link, payment reminders, tax per line, recurring invoices, a PDF file (browser print only). |
| Leads, deals pipeline, opportunities for agency new business | Agency Operations, Sales | Partly built Missing: custom pipelines and stages, activities, emails and meetings on a deal, a funnel report. |
Coming from Asana
Works in Shotread: 4 Waits for an approval or provider: 1 Partly built: 6
In the app, Move from another tool has a Asana preset for bringing your data in.
Run the agency 10 features
| What you did in Asana | Where it is in Shotread | Status |
|---|---|---|
| Tasks: subtasks, dependencies, repeats, custom statuses and fields, templates, My work | My work | Partly built Missing: yearly or weekday repeats, more field types (multiselect, formula, currency, file), dependency types and lag, Gantt. |
| Gantt timelines and multi-project timeline | Agency Operations, Projects, Timeline | Partly built Missing: drag to reschedule, zoom, dependency lines, critical path, baselines, export. |
| Intake and request forms with conditional logic | Operations desk, Forms; Intake form link | Partly built Missing: file upload fields (refused with a message), more than one condition per field, creating a project from a form. |
| Portfolio view with project health | Agency Operations, Projects | Works in Shotread |
| Workload per person per week from task estimates | Agency Operations, Resources | Works in Shotread |
| Time tracking with timers, timesheets, entries against client, project, task | Agency Operations, Time | Partly built Missing: start and end times, a calendar view of time, desktop or mobile timers. |
| Automation rules: triggers (stage, review decision, publish failed, overdue), conditions and actions (notify, assign, due date, move, create a task, signed webhook), with a run log and loop protection | Automations | Works in Shotread |
| Notifications grouped by client and by content/campaign, priority, actionable links, per-kind mute | The notifications bell; Notifications | Works in Shotread |
| Email immediate (batched), daily and weekly digests | Notifications | Waits Waits for Shotread's mail provider (SMTP or Resend). |
| Move from another tool: import its files or pull through its API, saved column mappings, a dry run before anything is written, undo an import in one step, and a record of every import | Move from another tool; An import; Settings, Import | Partly built Missing: importers for most review tools (only Frame.io, and its versions are links back to Frame.io), Wrike, Scoro and Notion; Modash brings creators only; real export columns not checked for every preset. |
Across Shotread 1 feature
| What you did in Asana | Where it is in Shotread | Status |
|---|---|---|
| Global search across clients, brands, people, creators, campaigns, content, assets, reviews, comments, reports, tasks, listening, inbox, community, automations, settings | Search and commands (Ctrl K) | Partly built Missing: forms and time entries in search; slow on large workspaces under load. |
Coming from monday.com
Works in Shotread: 4 Waits for an approval or provider: 1 Partly built: 5
In the app, Move from another tool has a monday.com preset for bringing your data in.
Run the agency 10 features
| What you did in monday.com | Where it is in Shotread | Status |
|---|---|---|
| Tasks: subtasks, dependencies, repeats, custom statuses and fields, templates, My work | My work | Partly built Missing: yearly or weekday repeats, more field types (multiselect, formula, currency, file), dependency types and lag, Gantt. |
| Gantt timelines and multi-project timeline | Agency Operations, Projects, Timeline | Partly built Missing: drag to reschedule, zoom, dependency lines, critical path, baselines, export. |
| Portfolio view with project health | Agency Operations, Projects | Works in Shotread |
| Time tracking with timers, timesheets, entries against client, project, task | Agency Operations, Time | Partly built Missing: start and end times, a calendar view of time, desktop or mobile timers. |
| Estimates, quotes and statements of work with approval and conversion to project | Agency Operations, Sales, Estimates; Estimate link | Works in Shotread |
| Leads, deals pipeline, opportunities for agency new business | Agency Operations, Sales | Partly built Missing: custom pipelines and stages, activities, emails and meetings on a deal, a funnel report. |
| Automation rules: triggers (stage, review decision, publish failed, overdue), conditions and actions (notify, assign, due date, move, create a task, signed webhook), with a run log and loop protection | Automations | Works in Shotread |
| Email immediate (batched), daily and weekly digests | Notifications | Waits Waits for Shotread's mail provider (SMTP or Resend). |
| Workspace and client modes change nav emphasis and Home focus | Settings, Workspace mode | Works in Shotread |
| Move from another tool: import its files or pull through its API, saved column mappings, a dry run before anything is written, undo an import in one step, and a record of every import | Move from another tool; An import; Settings, Import | Partly built Missing: importers for most review tools (only Frame.io, and its versions are links back to Frame.io), Wrike, Scoro and Notion; Modash brings creators only; real export columns not checked for every preset. |
Coming from Wrike
Works in Shotread: 4 Partly built: 3
In the app, Move from another tool has a Wrike preset for bringing your data in.
Run the agency 7 features
| What you did in Wrike | Where it is in Shotread | Status |
|---|---|---|
| Tasks: subtasks, dependencies, repeats, custom statuses and fields, templates, My work | My work | Partly built Missing: yearly or weekday repeats, more field types (multiselect, formula, currency, file), dependency types and lag, Gantt. |
| Client projects with milestones, budget, and task lists | Agency Operations, Projects | Works in Shotread |
| Gantt timelines and multi-project timeline | Agency Operations, Projects, Timeline | Partly built Missing: drag to reschedule, zoom, dependency lines, critical path, baselines, export. |
| Intake and request forms with conditional logic | Operations desk, Forms; Intake form link | Partly built Missing: file upload fields (refused with a message), more than one condition per field, creating a project from a form. |
| Workload per person per week from task estimates | Agency Operations, Resources | Works in Shotread |
| Rate cards (bill and cost rates by person, role, client), currencies | Agency Operations, Billing, Rates | Works in Shotread |
| Project, retainer and recurring budgets with burn | Agency Operations, Budgets | Works in Shotread |
Coming from Notion
Works in Shotread: 2 Partly built: 4
In the app, Move from another tool has a Notion preset for bringing your data in.
Plan 1 feature
| What you did in Notion | Where it is in Shotread | Status |
|---|---|---|
| Real-time collaborative scripts and briefs with comments, versions and approvals | Scripts and briefs; A script or brief | Partly built Missing: documents outside a client, kinds other than script and brief, nested pages, databases, public pages, search over documents. |
Run the agency 3 features
| What you did in Notion | Where it is in Shotread | Status |
|---|---|---|
| Tasks: subtasks, dependencies, repeats, custom statuses and fields, templates, My work | My work | Partly built Missing: yearly or weekday repeats, more field types (multiselect, formula, currency, file), dependency types and lag, Gantt. |
| Gantt timelines and multi-project timeline | Agency Operations, Projects, Timeline | Partly built Missing: drag to reschedule, zoom, dependency lines, critical path, baselines, export. |
| Automation rules: triggers (stage, review decision, publish failed, overdue), conditions and actions (notify, assign, due date, move, create a task, signed webhook), with a run log and loop protection | Automations | Works in Shotread |
Across Shotread 2 features
| What you did in Notion | Where it is in Shotread | Status |
|---|---|---|
| Global search across clients, brands, people, creators, campaigns, content, assets, reviews, comments, reports, tasks, listening, inbox, community, automations, settings | Search and commands (Ctrl K) | Partly built Missing: forms and time entries in search; slow on large workspaces under load. |
| Command palette actions gated by permission | Search and commands (Ctrl K) | Works in Shotread |
From Shotread's feature ledger. The other tools' features were read from their official pages between 2026-10-07 and 2026-10-12, and those tools may have changed since. Each status was checked in Shotread on 2026-10-31; a feature that was not part of that check says Not verified yet. Product names are trademarks of their owners; Shotread is not affiliated with or endorsed by them.
See it for yourself
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